WEALTH RESCUE STRATEGIES, INC.
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 146965
- Custodians
- THE STANDARD, ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans89.23%
- HNWI7.28%
- Charitable Organizations2.55%
- Individuals0.94%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Wealth Rescue Strategies, Inc. is a privately owned corporate RIA that serves an institutional client base. The firm’s advisory activity includes pension consulting services according to its filings, and it charges clients via a mix of percentage-of-AUM and fixed-fee arrangements. The record classifies the adviser as unclassified, indicates it is not an active ESG investor, and shows it operates under a single-state footprint rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- US Government Bonds10%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
Contacts
1 of 1JENNIFER RAYNER
PrincipalCRD 3015257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 10089 Willow Creek Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
AWM GLOBAL ADVISORS
RIASAN DIEGO, CA
AXION WEALTH ADVISORS
RIASAN DIEGO, CA
CENTURION COUNSEL INC
RIASAN DIEGO, CA
FLEMING & ASSOCIATES, LLC
RIASAN DIEGO, CA
VAN NOSTRAND WEALTH MANAGEMENT LLC
RIASAN DIEGO, CA
LA JOLLA ASSET MANAGEMENT, INC.
RIASAN DIEGO, CA